Core Insights - International asset management institutions are reassessing the investment value of the Chinese market, with a growing interest in Chinese stocks among global investors [1] - UBS's head of China equity strategy, Wang Zonghao, noted that many investors are increasingly optimistic about the market outlook [1] - The potential inflow of retail investor funds and strong market performance suggest that investors are unlikely to reduce their Chinese positions in the short term [1] Investment Trends - There remains an opportunity for further foreign capital inflow into the Chinese stock market [1] - The topic of "anti-involution" has been a focal point in discussions, with investors showing interest in China's AI/technology development and capital return prospects [1] - UBS's overweight stance on A-shares in the TMT (Technology, Media, and Telecommunications) sector and brokerage firms has garnered significant interest from investors [1]
瑞银王宗豪：料外资有望进一步流入中国股市
Zhi Tong Cai Jing·2025-09-30 05:59